How big is Lee ZHAO DMD PC's plan?

Lee ZHAO DMD PC's plan reported $189K in assets and 7 participants for 2023.

Original filing (PDF)20241004080133NAL0006481747001

Lee ZHAO DMD PC

Name: Lee ZHAO DMD PC — Lee ZHAO DMD PC 401(k) Plan, Form 5500 (2023)
Creator: Lee ZHAO DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee ZHAO DMD PC 401(k) Plan

401(k) retirement plan · Lee ZHAO DMD PC's Lee ZHAO DMD PC 401(k) Plan held $189K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

Plan identifiers

Lee ZHAO DMD PC's EIN is 26-0519664.

EIN 26-0519664

Plan number 002

Plan year 2023

ACK ID 20241004080133NAL0006481747001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee ZHAO DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee ZHAO DMD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE ZHAO DMD PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEE ZHAO DMD PC

EIN

all filings

Address

2055 BEAVER RUIN ROAD, STE E · NORCROSS, GA · 30071

Phone

(770) 242-0021

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator